See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,890 | $185,822-71.0% | $169,993-68.3% | $139,434-61.4% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 33.87% | 60.50%-26.6pp | 53.37%-19.5pp | 372.94%-339.1pp |
| Employer contribution / active EE | $19,087 | $7,590+151.5% | $6,785+181.3% | $4,751+301.8% |
| Participant deferral / active EE | $13,185 | $11,622+13.5% | $10,408+26.7% | $6,710+96.5% |
| Admin fee / account holder | $49 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |